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client service associate: Resume Samples & Writing Guide
Employment history
Chief Client Service Associate, State Street Corporation Boston, Massachusetts
July 2018 – Present
- Maintain client relationships by providing excellent customer service
- Resolve customer complaints in a timely and professional manner
- Liaise with other departments and external contacts
Associate Client Service Associate, Goldman Sachs New York, New York
January 2018 – June 2018
- Resolve customer complaints in a timely and professional manner
- Monitor and report on market trends and changes
- Provide financial advice and recommend appropriate investments
Jr. Client Service Associate, Citigroup New York, New York
July 2016 – December 2017
- Resolve customer complaints in a timely and professional manner
- Assist with onboarding and training new clients
- Provide financial advice and recommend appropriate investments
Education
Harvard University, Cambridge, Massachusetts
Bachelor of Science in Finance, May, 2016
Skills
Risk Management
Critical Thinking
Relationship Management.
Adaptability
Programming
System Administration
Data Analysis
Regulatory Compliance.
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Professional Summary
Highly experienced Client Service Associate with a proven track record of success in the Financial Services field. A passionate problem solver with excellent communication and customer service skills.
Employment history
Chief Client Service Associate, TD Bank Cherry Hill, New Jersey
August 2010 – Present
- Monitor and report on market trends and changes
- Assist with the development of new products and services
- Prepare financial reports and documents for clients
Client Service Associate, JP Morgan Chase New York, New York
August 2009 – July 2010
- Liaise with other departments and external contacts
- Provide financial advice and recommend appropriate investments
- Answer client inquiries regarding products and services
Junior Client Service Associate, Goldman Sachs New York, New York
February 2008 – July 2009
- Provide financial advice and recommend appropriate investments
- Monitor and report on market trends and changes
- Prepare financial reports and documents for clients
Education
Kellogg School of Management, Evanston, Illinois
Chartered Retirement Planning Counselor, December, 2007
Skills
Planning
Decision Making
Critical Thinking
Supervisory
System Administration
Risk Management
Technical Writing
Business Acumen
Professional Summary
Dynamic and results-oriented professional with extensive experience in the financial services industry. Skilled in providing exceptional customer service and developing strong client relationships.
Employment history
Senior Client Service Associate, Goldman Sachs New York, New York
November 2013 – Present
- Process client transactions, such as deposits, withdrawals, transfers, and account maintenance
- Ensure compliance with relevant regulations and laws
- Assist with onboarding and training new clients
Associate Client Service Associate, PNC Financial Services Group Pittsburgh, Pennsylvania
May 2012 – October 2013
- Prepare financial reports and documents for clients
- Manage client portfolios and portfolios of assigned accounts
- Process client transactions, such as deposits, withdrawals, transfers, and account maintenance
Junior Client Service Associate, U.S. Bancorp Minneapolis, Minnesota
May 2011 – April 2012
- Answer client inquiries regarding products and services
- Monitor and report on market trends and changes
- Resolve customer complaints in a timely and professional manner
Education
Columbia University, New York City, New York
Doctor of Philosophy in Business Management, April, 2011
Columbia University, New York City, New York
Bachelor of Science in Economics, April, 2007
Skills
Interpersonal
Stress Management
Teamwork
Organization
Data Analysis
Process Improvement
Networking
Financial Management
Employment history
Chief Client Service Associate, State Street Corporation Boston, Massachusetts
June 2019 – Present
- Maintain client relationships by providing excellent customer service
- Prepare financial reports and documents for clients
- Assist with onboarding and training new clients
Associate Client Service Associate, JP Morgan Chase New York, New York
June 2018 – May 2019
- Monitor and report on market trends and changes
- Update client accounts and records
- Identify sales opportunities and cross-sell products and services
Junior Client Service Associate, Bank of America Charlotte, North Carolina
December 2017 – May 2018
- Ensure compliance with relevant regulations and laws
- Maintain client relationships by providing excellent customer service
- Prepare financial reports and documents for clients
Education
Harvard University, Cambridge, Massachusetts
Chartered Financial Consultant, October, 2017
Skills
Risk Management
Public Speaking
Technical
Strategic Thinking
Process Improvement
Business Acumen
Database Management
Customer Service
Employment history
Chief Client Service Associate, JP Morgan Chase New York, New York
October 2022 – Present
- Update client accounts and records
- Maintain client relationships by providing excellent customer service
- Prepare financial reports and documents for clients
Associate Client Service Associate, TD Bank Cherry Hill, New Jersey
May 2021 – September 2022
- Assist with onboarding and training new clients
- Prepare financial reports and documents for clients
- Process client transactions, such as deposits, withdrawals, transfers, and account maintenance
Entry Level Client Service Associate, U.S. Bancorp Minneapolis, Minnesota
November 2019 – April 2021
- Provide financial advice and recommend appropriate investments
- Assist with onboarding and training new clients
- Prepare financial reports and documents for clients
Education
Kellogg School of Management, Evanston, Illinois
Doctor of Science in Accounting, September, 2019
Kellogg School of Management, Evanston, Illinois
Bachelor of Science in Finance, September, 2015
Skills
Supervisory
Emotional Intelligence
Professionalism
Negotiation
Project Management
Customer Service
Software Development
Process Improvement
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client service associate Job Descriptions; Explained
If you're applying for an client service associate position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
client service associate / marketing assistant
- Ensure all necessary paperwork has been received by the client and is filed properly or walk a client through the document itself so there is no confusion on how to properly fill it out.
- Scanning and saving of documents, and access accounts to provide clients with updates or information regarding their latest transactions..
- Often asked to update, maintain or access client accounts, transactions or documents.
- Called upon to assist with human resources tasks, such as payroll services and budget issues.
- Carry out administrative tasks that keep the financial group operating smoothly.
2
client service associate
- Acting as a SPOC for client.
- To coordinate with client on daily basis.
- Handling escalations and client queries.
- To handle and improve TAT (Turn Around Time) of cases and provide daily
- updates to clients.
- Handle Client Ad-Hoc Requests.
- Work independently and prioritize work to meet client expectations.
3
client service associate
- FINRA SIE Exam passed June 2019
- VA Life and Annuities & Health Exam passed November 26, 2019
- FINRA Series 66 anticipated completion December 17, 2019
- Client Service Associate AUM 1.55
- maintained all client files
- maintained branch audit files with zero deficiency
- answered all calls promptly
4
senior client service associate
- Operate electronic mail systems and coordinate the flow of information, internally or with other organizations.-
- Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals;
- Records transactions by logging cashier’s checks, traveler’s checks, and other special services; preparing currency transaction reports.
- Cross-sells bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers’ needs; directing customers to a branch representative.
5
client service associate
- Process cash and check deposits of clients to their intended bank accounts accurately.
- Convert US Dollar to Philippine Peso and vise versa using the bank’s currency exchange system.
- Process international wire transfer.
- Generating revenues.
client service associate / marketing assistant Job Skills
For an client service associate / marketing assistant position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.
Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."
- Data Analysis
- Computer Literacy
- Troubleshooting
- Quality Assurance
- Project Management
- Database Management
- Risk Management
- Financial Management
- Business Acumen
- Process Improvement
- Technical Writing
- Programming
- Software Development
- Networking
- System Administration
- Customer Service
- Visualization
- Reporting
- Security
- Regulatory Compliance.
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your client service associate / marketing assistant Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Victor Ellis
742 Fernwood Drive, Pasadena, MD 21060Employment history
Senior Client Service Associate, Morgan Stanley New York, New York
July 2021 – Present
- Assist with the development of new products and services
- Develop and implement client marketing strategies
- Process client transactions, such as deposits, withdrawals, transfers, and account maintenance
Associate Client Service Associate, Citigroup New York, New York
February 2020 – June 2021
- Ensure compliance with relevant regulations and laws
- Monitor and report on market trends and changes
- Manage client portfolios and portfolios of assigned accounts
Jr. Client Service Associate, Bank of America Charlotte, North Carolina
August 2018 – January 2020
Education
Wharton School, Philadelphia, Pennsylvania
Bachelor of Science in Finance, June, 2018
Skills
Collaboration
Leadership
Conflict Resolution
Research
Business Acumen
Programming
Risk Management
Project Management
Include your Contact Information and Job Descriptions
Missing job descriptions lessens your chances of getting hired.
Key Insights- Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
- Keep job descriptions short but don't just list your jobs.
- Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.
How to Optimize Your client service associate / marketing assistant Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Employment history
Chief Client Service Associate, Citigroup New York, New York
November 2014 – May 2022
- Prepair financail report's an documents fer clients.
- Ensures compliance with relevant regulaitons and lawss.
- Answerr client inquirries regardding productts annd servicees.
Associate Client Service Associate, U.S. Bancorp Minneapolis, Minnesota
November 2013 – November 2014
- Mointor and report on market trends and changes.
- Prepear finacial reportes an documents fer clients.
- Proccess client tranactions, such as deposite, withdrawls, tranfers, and account maintenence.
Entry Level Client Service Associate, TD Bank Cherry Hill, New Jersey
May 2013 – November 2013
- Aassist witth the devellopment off new produucts annd servvices.
- Develp annd implement client marketting strategiess.
- Manege client portfollios an portfollios of assiged acounts.
Education
Wharton School, Philadelphia, Pennsylvania
Certified Public Accountant, March, 2013
Skills
Quality Assurance
Reliability
Training
Database Management
Troubleshooting
Programming
Networking
Customer Service
Correct Grammar and Address Gap Years in Your Resume
Don't leave unexplained gaps in your work history.
Key Insights- When explaining gaps in your employment section, start by being honest.
- Elaborate on the gap and show that you never stopped learning.
- Explain and elaborate any gap in your work history by highlighting new skills.
client service associate / marketing assistant Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an client service associate / marketing assistant position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Senior Client Service Associate
PNC Financial Services Group
Pittsburgh, Pennsylvania
PNC Financial Services Group
Pittsburgh, Pennsylvania
Esteemed PNC Financial Services Group Hiring Team
As a Client Service Associate with a proven track record of success in Financial Services, I am excited to apply for the Senior Client Service Associate position at PNC Financial Services Group. I believe that my skills and expertise would make a valuable contribution to your team.
As someone who has always been driven by a desire to solve complex problems and make a difference in the world, I have pursued opportunities to learn and grow throughout my life. My experience in this field has equipped me with valuable skills such as Risk Management and Critical Thinking that have planted in me a great work ethic. I am excited to apply these skills and my enthusiasm for Financial Services to the role and contribute to your organization's success.
I appreciate the opportunity to apply for the Senior Client Service Associate position. I am confident that I can make a valuable contribution to your organization and that together there is no challenge that we cannot overcome. I will be waiting, hopeful for what the future will bring.
Kind regards,
Irving Moore
803-072-6096
[email protected]
Irving Moore
Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.